XMVM · Insider trading · 13F holders · Congress trades
Invesco S&p Midcap Value With Momentum E (XMVM)
Who is buying and selling XMVM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XMVM at a glance
- No open-market insider purchases or sales of XMVM were filed in the last 90 days.
- 7 13F filers hold XMVM among their 50 largest positions, worth $62.3M combined. The biggest bets by portfolio weight are Whitaker-Myers Wealth Managers, LTD. (2.9%), Anfield Capital Management, LLC (2.1%) and Solutions 4 Wealth, Ltd (1.6%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in XMVM.
XMVM insider trading
No open-market insider purchases or sales of XMVM were filed in the last 90 days.
Who owns XMVM? Hedge funds and superinvestors
7 13F filers hold XMVM among their 50 largest positions, worth $62.3M combined. The biggest bets by portfolio weight are Whitaker-Myers Wealth Managers, LTD. (2.9%), Anfield Capital Management, LLC (2.1%) and Solutions 4 Wealth, Ltd (1.6%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avior Wealth Management, LLCWealth manager | 0.8% | $30.8M | 442,037 | +7.9% shares | Q3 2026 |
| Whitaker-Myers Wealth Managers, LTD.Wealth manager | 2.9% | $17.8M | 254,611 | +10.2% shares | Q3 2026 |
| Anfield Capital Management, LLCAsset manager | 2.1% | $7.6M | 117,148 | — | Q1 2026 |
| WESCAP Management Group, Inc.Wealth manager | 0.5% | $2.8M | 39,904 | — | Q2 2026 |
| USAdvisors Wealth Management, LLCWealth manager | 0.5% | $1.8M | 26,162 | — | Q3 2026 |
| Solutions 4 Wealth, LtdWealth manager | 1.6% | $1.2M | 17,419 | +23.0% shares | Q2 2026 |
| Provident Living Financial Services, Inc.Wealth manager | 0.2% | $230K | 3,236 | New | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 3, Q1 2026: 1). Screen XMVM in the grand portfolio →
XMVM stock trades by members of Congress
No member of Congress has disclosed a trade in XMVM.
XMVM questions and answers
Are insiders buying XMVM stock?
No open-market insider purchases or sales of XMVM were filed in the last 90 days.
Which hedge funds own XMVM?
7 13F filers hold XMVM among their 50 largest positions, worth $62.3M combined. The biggest bets by portfolio weight are Whitaker-Myers Wealth Managers, LTD. (2.9%), Anfield Capital Management, LLC (2.1%) and Solutions 4 Wealth, Ltd (1.6%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
Has Congress traded XMVM?
No member of Congress has disclosed a trade in XMVM.
Who is the largest holder of XMVM?
Among 13F filers, Avior Wealth Management, LLC reports the largest XMVM position, $30.8M (442,037 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Whitaker-Myers Wealth Managers, LTD.'s: 2.9% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.